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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,278 | $118,454+69.9% | $98,441+104.5% | $139,427+44.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.16% | 18.94%-3.8pp | 21.16%-6.0pp | 373.27%-358.1pp |
| Employer contribution / active EE | $3,241 | $3,610-10.2% | $3,048+6.3% | $4,752-31.8% |
| Participant deferral / active EE | $7,023 | $5,392+30.2% | $4,738+48.2% | $6,711+4.7% |
| Admin fee / account holder | $4,122 | $14,053-70.7% | $8,960-54.0% | $11,404-63.9% |